Us Advisors Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 9,928 shares of SPSM stock, worth $451,624. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,928
Previous 12,344 19.57%
Holding current value
$451,624
Previous $512,000 12.11%
% of portfolio
0.16%
Previous 0.18%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$41.02 - $46.01 $99,104 - $111,160
-2,416 Reduced 19.57%
9,928 $450,000
Q2 2024

Aug 06, 2024
SELL
$39.75 - $43.15 $182,651 - $198,274
-4,595 Reduced 27.13%
12,344 $512,000
Q4 2023

Feb 12, 2024
SELL
$34.3 - $42.83 $705,928 - $881,484
-20,581 Reduced 54.85%
16,939 $714,000
Q3 2023

Nov 09, 2023
SELL
$36.35 - $41.02 $2,144 - $2,420
-59 Reduced 0.16%
37,520 $1.38 Million
Q2 2023

Aug 01, 2023
BUY
$35.57 - $38.94 $56,769 - $62,148
1,596 Added 4.44%
37,579 $1.47 Million
Q1 2023

Apr 13, 2023
SELL
$36.04 - $42.08 $124,554 - $145,428
-3,456 Reduced 8.76%
35,983 $1.36 Million
Q4 2022

Feb 10, 2023
BUY
$34.79 - $39.85 $904 - $1,036
26 Added 0.07%
39,439 $1.46 Million
Q3 2022

Nov 14, 2022
SELL
$33.99 - $41.52 $4,486 - $5,480
-132 Reduced 0.33%
39,413 $1.34 Million
Q2 2022

Aug 12, 2022
BUY
$34.83 - $42.53 $34,586 - $42,232
993 Added 2.58%
39,545 $1.42 Million
Q1 2022

Jun 08, 2022
BUY
$39.91 - $45.5 $54,277 - $61,880
1,360 Added 3.66%
38,552 $1.62 Million
Q4 2021

Feb 14, 2022
BUY
$42.23 - $46.94 $132,559 - $147,344
3,139 Added 9.22%
37,192 $1.66 Million
Q3 2021

Nov 03, 2021
BUY
$40.71 - $44.23 $121,926 - $132,468
2,995 Added 9.64%
34,053 $1.45 Million
Q2 2021

Aug 09, 2021
BUY
$41.43 - $45.3 $197,662 - $216,126
4,771 Added 18.15%
31,058 $1.36 Million
Q1 2021

May 11, 2021
SELL
$35.43 - $44.75 $376,550 - $475,603
-10,628 Reduced 28.79%
26,287 $1.11 Million
Q4 2020

Feb 11, 2021
BUY
$27.77 - $35.98 $1.03 Million - $1.33 Million
36,915 New
36,915 $1.32 Million

Others Institutions Holding SPSM

# of Institutions
892
Shares Held
198M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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